Transform in Action 2024: Relaunch

The accounting industry has undergone a significant shift from traditional compliance work to a more advisory-focused approach. Our 2023/2024 Global Advisory Trends Report revealed that ‘42% of firms aim to generate over half of their future revenue from advisory services,’ indicating that advisory isn't just a buzzword, it’s here to stay. 

But what does this mean for accountants? As Advisory services have become a staple offering for many firms, we were left wondering how we can help these firms succeed. 

At Spotlight Reporting, we have observed how expanding service offerings can contribute to growth, and we are committed to aiding firms in maintaining this growth. 

In 2022, we launched Transform in Action, a dedicated course designed to help implement successful advisory services into your practice. However, to adapt to changing trends and evolving best practices, we have relaunched Transform in Action in 2024, making it even better than before.

Our updated online learning centre is divided into nine categories, covering topics such as selling reporting & mentoring services, selling budgeting & cashflow forecasting services and more. Each module includes short video content, checklists, and templates to facilitate your learning. The course is self-paced, allowing you to manage your time effectively while meeting deadlines, interacting with clients, and enhancing your advisory services at your convenience.

With team members who have experience working in accounting firms worldwide, we understand how to best serve our market and comprehend what works and what doesn't for advisory services.

In Transform in Action, you can look forward to:

  • Setting your advisory strategy
  • Pricing & Monetising for great ROI
  • Scaling your team to efficiently deliver premium outputs
  • Identifying your Ideal clients & menu of services
  • Setting the right KPIs so you can monitor what you measure
  • Recruiting the best talent

Whether you're new to the world of advisory or seeking to refine your services, our Transform in Action course can help elevate your advisory skills. Our team of experts offers relevant local expertise whenever you need it. Having partnered with over 500 leading accounting firms, including the Big 4 and global brands, we are well-equipped to share advisory insights and best practices.

Ready to transform your practice? Start the Transform in Action course for free on our website, available anytime for all Spotlight Reporting Super VCFO and Enterprise account users. 

Signing up is a breeze:

  1. Log in into Spotlight Reporting
  2. Choose Transform in Action from Help
  3. Create your account

Ready to transform your practice? Start the Transform in Action course for free on our website, available anytime for all Spotlight Reporting Super VCFO and Enterprise account users.

Discover Transform In Action: Your guide to scaling advisory services.

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